Lester Murray Antman Dba Simply Rich Ishares Barclays 1 3 Year Trea Transaction History

Lester Murray Antman Dba Simply Rich

$346 Million
Q1 2025

A detailed history of Lester Murray Antman Dba Simply Rich transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lester Murray Antman Dba Simply Rich holds 5,853 shares of SHY stock, worth $481,643. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,853

Previous 6,001 2.47%

Holding current value

$481,643

Previous $491,000 1.43%

% of portfolio

0.14%

Previous 0.14%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$81.83 - $82.73 $12,110 - $12,244	-148 Reduced 2.47%	5,853 $484,000
Q4 2024 Jan 29, 2025	SELL	$81.68 - $82.93 $3,757 - $3,814	-46 Reduced 0.76%	6,001 $491,000
Q3 2024 Oct 18, 2024	SELL	$81.31 - $83.29 $2,683 - $2,748	-33 Reduced 0.54%	6,047 $502,000
Q2 2024 Jul 26, 2024	SELL	$81.05 - $81.66 $4,863 - $4,899	-60 Reduced 0.98%	6,080 $496,000
Q1 2024 May 03, 2024	SELL	$81.49 - $82.34 $5,052 - $5,105	-62 Reduced 1.0%	6,140 $503,000
Q4 2023 Jan 26, 2024	BUY	$80.62 - $82.04 $500,005 - $508,812	6,202 New	6,202 $509,000
Q2 2023 Aug 04, 2023	SELL	$81.05 - $82.41 $3,160 - $3,213	-39 Reduced 0.61%	6,308 $511,000
Q1 2023 May 05, 2023	SELL	$80.51 - $82.52 $4,508 - $4,621	-56 Reduced 0.87%	6,347 $521,000
Q4 2022 Jan 30, 2023	SELL	$80.6 - $81.52 $56,258 - $56,900	-698 Reduced 9.83%	6,403 $519,000
Q3 2022 Oct 31, 2022	SELL	$81.04 - $83.06 $3,808 - $3,903	-47 Reduced 0.66%	7,101 $576,000
Q2 2022 Jul 22, 2022	SELL	$81.97 - $83.48 $8,852 - $9,015	-108 Reduced 1.49%	7,148 $591,000
Q1 2022 May 04, 2022	SELL	$83.25 - $85.49 $21,312 - $21,885	-256 Reduced 3.41%	7,256 $604,000
Q4 2021 Jan 07, 2022	BUY	$85.5 - $86.18 $275,310 - $277,499	3,220 Added 75.02%	7,512 $643,000
Q3 2021 Oct 04, 2021	BUY	$86.09 - $86.31 $369,498 - $370,442	4,292 New	4,292 $369,000
Q2 2021 Jul 09, 2021	SELL	$86.11 - $86.32 $369,584 - $370,485	-4,292 Closed	0 $0
Q4 2020 Feb 01, 2021	SELL	$86.32 - $86.46 $4,574 - $4,582	-53 Reduced 1.22%	4,292 $371,000
Q1 2020 May 06, 2020	SELL	$84.67 - $86.69 $11,430 - $11,703	-135 Reduced 3.01%	4,345 $377,000
Q4 2019 Jan 27, 2020	SELL	$84.51 - $85.05 $103,609 - $104,271	-1,226 Reduced 21.49%	4,480 $379,000
Q3 2019 Nov 01, 2019	SELL	$84.4 - $85.1 $1,856 - $1,872	-22 Reduced 0.38%	5,706 $484,000
Q2 2019 Aug 05, 2019	BUY	$83.84 - $84.81 $480,235 - $485,791	5,728 New	5,728 $486,000

Others Institutions Holding SHY

# of Institutions

1,319

Shares Held

234M

Call Options Held

32.3K

Put Options Held

9.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Lester Murray Antman Dba Simply Rich Ishares Barclays 1 3 Year Trea Transaction History